What's new in Actionstep? 

We've rounded up some of the updates made to Actionstep throughout September - from reporting, to bill fields, to the new admin screen roll-out - there have been some really positive feature releases and updates.

Check out Our Product Support Centre for a full list of all release, updates and bug fixes.

1. New monthly option for sending 'Heads Up' 

Heads Up allows you to receive a customized email with information from your Actionstep system, through Actionstep List Views. We have released a new monthly option for sending Heads Up, which provides a whole business overview and captures the business performance on a monthly basis.

See the full article on Creating Heads Up >>

See a sample of monthly option below: 

heads up-1


2. New Admin Screen 

A brand new admin screen layout has been introduced for all users with better visual improvements, clearer menu grouping and more intuitive navigation, leading to better customization of your Actionstep. Some of you using Express or Practice Pro will be familiar with it already. For those that are new to it - See all the details about the new admin screen >>

New Admin screen


3. QuickBooks Online Integration for All

QuickBooks is the leading small business accounting solution in the US. When integrating your Actionstep with QuickBooks Online, Actionstep will ensure that any billing or trust accounting transaction that you post in Actionstep, will be posted to your QuickBooks Online account. The QuickBooks integration is now available for all users.

Check out all your options for accounting with Actionstep >>


4. Improved ways to build Matter Types

We have developed new ways to build & configure your Matter Types within Actionstep. A fresh layout has been introduced, clearer interactions and useful information for you to make changes.

See how to configure your matter types below : 

Matter Type layout

 

Check out all our recent Product updates, features & fixes in our Product Support User Centre >> 

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